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Course Outline

Introduction

Microsoft Dynamics 365 as an Enterprise System

  • Modules and processes used in Microsoft Dynamics 365

Overview of CRM and ERP

  • Workflows and business processes in information technology
  • Software as a Service (SaaS) delivery models
  • Normalised data versus denormalised data

Getting Started with Microsoft Dynamics 365

  • Registering and logging into Microsoft Dynamics 365
  • Navigating the Microsoft Dynamics 365 interfaces

Core Modules in Microsoft Dynamics 365

  • Using and understanding the Sales module
  • Using and understanding the Marketing module
  • Using and understanding the Service modules
  • Using and understanding the Financial module

Structuring Data in Microsoft Dynamics 365

  • Creating and pinning records
  • Creating opportunities
  • Creating an activity and converting it into an opportunity
  • Creating and qualifying leads
  • Creating a quote

Automation with Microsoft Flow

  • Connecting Microsoft Flow with Microsoft Dynamics 365
  • Creating a flow using a template
  • Creating a flow without a template
  • Testing the flow

Data Visualisation with Power BI

  • Connecting Power BI with Microsoft Dynamics 365
  • Adding a Power BI dashboard
  • Creating a visualisation

Summary and Conclusion

Requirements

  • A foundational understanding of basic computer skills

Target Audience

  • Business Analysts
 14 Hours

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Provisional Upcoming Courses (Require 5+ participants)

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